Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,407
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$29.2M
3
+$24.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$21.8M
5
BND icon
Vanguard Total Bond Market
BND
+$20.7M

Top Sells

1
+$58.2M
2
+$33M
3
+$24.3M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$19.5M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$14.3M

Sector Composition

1 Technology 6.32%
2 Financials 4.92%
3 Healthcare 4.22%
4 Consumer Discretionary 3.74%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1.24M 0.01%
16,557
+519
927
$1.24M 0.01%
62,245
-17,648
928
$1.24M 0.01%
82,015
-1,542
929
$1.24M 0.01%
60,651
+8,725
930
$1.23M 0.01%
16,264
+1,784
931
$1.23M 0.01%
89,434
-1,089
932
$1.23M 0.01%
10,151
-130
933
$1.23M 0.01%
48,671
+1,617
934
$1.22M 0.01%
63,015
+17,962
935
$1.22M 0.01%
23,437
+1,742
936
$1.22M 0.01%
3,571
+269
937
$1.22M 0.01%
+58,299
938
$1.22M 0.01%
+31,571
939
$1.21M 0.01%
34,199
-515
940
$1.21M 0.01%
166,352
-1,589
941
$1.21M 0.01%
22,954
-154
942
$1.21M 0.01%
28,347
+2,671
943
$1.21M 0.01%
34,111
-2,020
944
$1.2M 0.01%
18,039
+767
945
$1.2M 0.01%
53,983
+407
946
$1.2M 0.01%
9,609
-96
947
$1.2M 0.01%
19,317
-2,344
948
$1.2M 0.01%
41,692
+22,420
949
$1.2M 0.01%
9,111
+87
950
$1.2M 0.01%
15,700
+100
36 37
38
39 40